In Maplytics March 2018 release, we had focussed on increasing the capabilities of Maplytics for Field Reps. Some of the major features of March 2018 release were Along the route and Concentric Proximity Search which allows the field persons to give better outputs on the field. We continued to make life easier of Field Reps as they are the ones that implement the strategies created.
Territory management is one of the most important aspects in terms of handling sales. Territories based on geographical regions or customer groups are assigned to a particular salesperson or a group of salespersons so as to make it clear the set of customers they are responsible for. Maplytics help the users in this quite efficiently. Now users can create geographies for territories created in Dynamics CRM.
Dashboards are a great way to visualize data at a glance as it is not possible for a manager to go and check everything in detail every time. In one of our recent post we have already covered how to create Dynamics CRM dashboard for a sales rep using Maplytics. Here in this blog will see how to create a query for individual Maplytics dashboards.
It is said that “Time is money” and this is true specially in case of a salesperson. Spending time on one opportunity over another could be the difference between closing a big deal and having the door closed. Time management is one of the most important skills for a salesperson. If you are a sales reps it is always asked that how are you prioritizing and maximizing your time?
Leading a successful organisation needs leaders with informed decisions. In a world of ever-changing technology, it is always suggested to have a thorough analysis in order to take informed decisions. One of the very demanding analysis tools is the Heatmap. It represents the data as a color scale gradient on the map showing the heat of the data.
If you can use Maps for personal use then why not for your business? Let's explore one more industry today on how Maps integration with Dynamics 365 CRM using Maplytics helps us to improve Customer Satisfaction. Our today's focus would be on Tours and travel industry, let's see this with a use case. Suppose, you have a travel agency which offers Bus services and uses Dynamics CRM to store passenger's details.
In our last post we saw how Maplytics helps a sales rep into his day to day activities. We also saw how his Geo-Analytics dashboard helps him to plan and execute the sales process in a modern and efficient way using Maps within Dynamics CRM. In this post, we will explain stepwise how to create a dashboard customized for a sales rep.
Field Sales and Service Reps are always on the go and need a way to navigate to the Appointments scheduled in Dynamics 365 on the Mobile and Tablet devices. Dynamic CRM provides a robust system for Field Sales and Service Reps to schedule and manage their Appointments. However, creating optimized routes and getting turn-by-turn navigation while on the go is something..
Whether you are a startup or an already established business, measuring the key performance indicators (KPIs) allows you to gain an insight into what matters for the growth of your organization. Microsoft Dynamics 365 being a flexible CRM system allows businesses to either use the out of the box fields for the CRM records or create a custom field for an OOB or a custom records.